Zoho Invoice
- Search if your idea for a feature is already listed below. If yes, then vote for it by clicking the Vote button.
- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
If you have any questions or would like to share your feedback on our status updates, please drop an email to support@zohoinvoice.com
1137 results found
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Easy upgrade from mobile to standard subscription
Am completely baffled why this is such a hard process. Am trying to do this currently however I have phoned and am still awaiting the email with directions. Have sent another email, and now the phones are not being answered. Very frustrating.
1 voteHi Nathan,
Our team is working to bring out seamless plan change options and once that is done, you’ll be able to upgrade smoothly.
Regarding the problem you faced, we hope our support team reached out to us and assisted you on this :)
We are just a click away!
Regards,
Reshma. -
Your password reset isnt working.
I reset twice, successfully with no email
1 voteHi,
We believe you were able to reset your Zoho account password successfully.
If you have any other queries, you can reach out to us anytime.
Regards,
Reshma. -
2 votes
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Make the PDF Invoices not filled with errors
Right now when you input a $-based discount, it shows up on the PDF as a 0% discount still, so you effectively can't give accurate $-based discounts. Also, after inputing new customers, the addresses are not displayed correctly on the PDF. For the billing address, inputing "Chicago, IL 60603" results in "Chicago,IL 60603" on the PDF. Note the incorrect spacing. On the shipping address, it appears as "Chicago, IL60603" again with incorrect spacing.
3 votesHi Jon,
Thank you for posting on our feedback forum.
First, we would like to clarify that there are no technical issues at our end that could potentially cause the errors you’ve mentioned. To resolve this, we would like to get in touch with you. Hence, it would be great if you can drop an email to support[at]zohoinvoice[dot]com with your contact details.
Regards,
Reshma. -
Invoices for projects
Hi,
I've an IT consulting company. Sometimes the projects has a number of partials payments(example: invoice at the start of the project, invoice in the middle of the project, invoice when we deliver X funcionality and final invoice at the end of project). We don't have any place to input this partials payment and generate the invoices.
It's possible to create this funcionallity for a IT services companies?
5 votes -
Custom scheduled reports
Use custom reports and have them scheduled
8 votes -
Dispositioning a pending payment via Snail Mail
A way to show that a payment is in process via specifically, Snail Mail.
1 vote -
Integration with CoinPayments.net
Payments with cryptocurrencies are faster with lower transaction costs. Zoho can take a lead in the integration of this into Invoices - I recently discovered CoinPayments.net and I believe its relatively easy to integrate their system into Zoho. Please consider this as a new feature.
10 votes -
Project list in client overview screen
We'd love to have quick access to a list of all projects from one client. Now we have to drill down into Contact > Sales and scroll all the way to the bottom for a project list. Could that just become a tab next to Sales/Mails/etc
1 vote -
1 vote
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8 votes
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Remove Users from Projects by marking them "Inactive"
I have multi-year projects, where staff changes are common. I can't delete the user from the Project, because they've already entered time (which has been invoiced) - but, at this point, over 60% of the people assigned to any of my long-standing projects are no longer involved
1 voteHi Rick,
If a staff would no longer be working for your projects, you can very well delete them. Deleting a user would not remove the timesheet entries logged by that user. It would still be in the system and you can very well invoice your clients for those unbilled entries.
If you have any other doubts on this, you can reach out to support[at]zohoinvoice[dot]com.
Cheers,
Reshma. -
Total sales report including "All Time" option for customization
Total sales report showing all sales performed (reported by date regardless of item, sales person or customer) along with a previously mentioned request of an "All Time" option for a date / range option would be beneficial.
7 votes -
Create expense automatically for certain tasks
I have different tasks with different rates depending on whether the work is done remotely or on-site. It would be great if I could tie a mileage expense to the task when I am on-site. It would be the same mileage expense every time and for every time I use that specific task on that date, I need to drive to that client. This would be great because it all but remove all the hassle it is to keep track and record my mileage. I would think other users would like the ability to the an expense to a specific…
3 votes -
Accept offline Payments: Collect Customer Payment info and add it to Invoice
I would like to Zoho invoice have ability to process the offline transactions. Just like other invoice program and shopping carts. Zoho creater is just a form it will not transfer the payment date to creator. I would like it to when customer click on online payment it transfer the invoice due amount to form. Please add the functionality to a Zoho invoice
We already have existing Credit Card Merchant Services Account and ACH account setup with 3rd party. Since we been using them from long time, so we are getting a good rates and we don't like to change…1 vote -
Differniating the line items with color in invoice or estimate
To contrast two lines of products on the lines of the quotation so that it is more readable
2 votes -
Edit items table in customer statement
One option i didn't see is the option to edit the items table in customer statement templates ! This would be a good thing to add on the website !
4 votes -
Indian Payment gateway Rozarpay
We need more payment gateway with zoho due to rozarpay is creating monopoly business and offering unusual payment terms which is not as per industry norms. they offer 15 days settlement time to us where as on same business payu and cc avenue are offering T
=1 day1 vote -
1 vote
Hi there,
Thank you for posting on our feedback forum.
We have recently rolled out an enhancement that can serve as a good workaround to your requirement.
You can now print/email the customer statements of up to ‘25’ contacts in bulk.
To try this out:
- Navigate to the “Contacts” tab;
- Select the contacts whose statements you need to print/email;
- Set a date range (The transactions created within this date range will be included in the statement);
- Go for the “Send customer statements” or “Print customer statements” option.Give it a spin and send your feedback to support[at]zohoinvoice[dot]com
Regards,
Reshma. -
Work order creation?
I think it would be a great idea to add the work order creating as well.
4 votes
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